Download Product Sheet Odoo’s Productivity apps transform how your team works together. Collaborate seamlessly on documents within the platform, eliminating the need for multiple versions and endless emailing. Streamline approvals with the electronic signature app. Discuss ideas and projects in a centralized forum….
Make and manage appointments efficiently. Plus, build a central knowledge base with the Documents app, so your team can find the information they need quickly. By automating tasks and fostering collaboration, Odoo empowers you to achieve more while ditching tedious administrative work.
Here are details of each of the Productivity Apps:
1. Documents
- Centralized File Management: Safely store, organize, and access all documents from a single location.
- Easy Sharing & Format Support: Effortlessly preview and share various file formats with team members, clients, or vendors.
- Workflow Automation & Version Control: Automate tasks, track document changes with version history, request signatures, and send notifications.
- PDF Splitting & AI Data Capture: Split multi-page PDFs and automatically capture structured data from PDF files or images of vendor bills.
2. Sign
- Streamlined Electronic Signatures: Send, sign, and approve documents online using typed, drawn, or uploaded signature options.
- Paperless Efficiency: Eliminates physical paper documents, saving both time and administrative resources.
- Global Compliance: Complies with major international regulations, including the US ESIGN Act and the EU eIDAS Regulation.
- Secure Audit Trails: Maintains complete audit trails equipped with precise timestamps for security and verification.
3. Discuss
- Unified Communication Hub: Combines direct messaging, group chat channels, and video conferencing into a single platform.
- Real-time Collaboration: Features instant messaging and seamless file sharing to boost teamwork and reduce reliance on email.
- Contextual Integration: Connects directly into existing Odoo workflows, keeping communication tied to relevant business tasks.
- Flexible Access: Supports both internal communication among employees and external interactions, including inviting guest participants to video calls.
4. Knowledge
- Centralized Knowledge Base: Serves as a single repository to store and manage all essential company information and articles.
- Collaborative Editing: Enables teams to collaboratively create, edit, and format content with rich media integration and customizable access rights.
- Organized & Searchable: Uses categories and a powerful search feature to make content easy to locate.
- Cross-App Integration: Embeds knowledge base articles directly within other Odoo business apps for instant access to instructions and task context.
5. Appointments
- Self-Service Scheduling: Allows clients to view availability online and book appointments directly, eliminating back-and-forth communication.
- Calendar Syncing: Quickly integrates with Odoo Calendar, Google Calendar, and Microsoft Outlook.
- Automated Reminders: Sends automated notifications and reminders via email, SMS, or system notifications to minimize no-shows.
- Customization & Analytics: Tailor appointment types and durations, add video conferencing links, and analyze booking demand to optimize resources.
6. WhatsApp
- Unified Business Interaction: Allows direct communication with contacts and leads via WhatsApp right from within Odoo.
- High Engagement: Achieves up to a 520% higher open rate on marketing and promotional messages compared to traditional channels.
- Centralized Tracking: Manages and tracks all customer WhatsApp conversations alongside other communication histories.
- Real-time Support: Facilitates fast, efficient, real-time customer service and lead engagement.
7. Studio
- No-Code Customization: Customize existing apps or build new ones using a drag-and-drop user interface without needing programming skills.
- Seamless App Integration: Works natively across the entire Odoo suite.
- Automated Workflows: Set custom automated actions, approval stages, and business logic.
- Report Customization: Utilize the XML editor to design, tailor, and adapt standard documents and reports to match specific business needs.